Professional Services Acquisitions in Utah

Unity Partners, a Dallas-based private equity firm, completed a strategic growth investment in Amplēo, a Lehi/Salt Lake City-area provider of fractional finance, marketing and HR managed professional services. Amplēo management and Brooks Growth Partners partnered in the transaction; terms were not disclosed. Unity said it will support Amplēo’s M&A-driven platform build, technology and people investments and launch an employee purpose/ownership plan.

Graham Partners has acquired Becklar LLC, a tech‑enabled provider of connected safety, monitoring and emergency response solutions headquartered in Ogden, Utah. Becklar management and existing sponsor BV Investment Partners rolled substantial stakes into the transaction while Graham becomes the new lead investor; financial terms were not disclosed and the deal closed in early December 2024.

Pye-Barker Fire & Safety has acquired PEAK Alarm Company, adding six Western U.S. locations and roughly 120 employees. The acquisition expands Pye-Barker's geographic footprint across the Intermountain West and brings PEAK's security, monitoring and life-safety capabilities into the Pye-Barker platform.

Marshall & Stevens, a national valuation and dispute consulting firm, has acquired Lone Peak Valuation Group, a Salt Lake City–based valuation, forensic accounting, and litigation support firm. The acquisition expands Marshall & Stevens’ dispute resolution and financial valuation capabilities and adds Lone Peak’s specialists and expertise to its national platform.

Dallas-based MPK Equity Partners has made a strategic growth investment in IMAGE Studios, a Salt Lake City franchisor of upscale salon suites. The capital will support IMAGE Studios' franchise expansion and help the company scale its network of locations and franchise operations across the United States.

PCF Insurance Services, a top-20 U.S. insurance brokerage headquartered in Lehi, Utah, has acquired 1 Source Business Solutions, a Salt Lake City-based professional employer organization (PEO) that provides payroll, benefits administration, HR compliance, and workers' compensation services. The acquisition expands PCF's service offering for its agency partners and enables deeper client relationships by adding complementary HR and payroll capabilities.

Petra Capital Partners and Patriot Capital have acquired Shipley Associates, a Kaysville, Utah-based business development consulting and training firm. The transaction transfers ownership from Shipley's legacy owners to the two investment firms to support Shipley's global growth, technology-enabled innovation, and continued leadership in capture, proposal, and training services.

Fusion (a global BPO) acquired Boomsourcing, a full-service outsourcing and call center provider headquartered in Lehi, Utah, in April 2022. The acquisition expands Fusion's global footprint (notably in North America and the Philippines) and strengthens its lead generation, sales program and white-glove customer experience capabilities.

RF Investment Partners SBIC, LP closed a growth investment in Leadership Circle, partnering with the company's management to fund development of capabilities, product and service offerings, and global expansion. Leadership Circle is a leadership development firm that provides data-driven assessments, executive coaching, and practitioner-delivered development programs used by clients across industries, including nearly 40% of the Fortune 50.

RF Investment Partners completed a minority recapitalization investment in Conscious Leadership, a provider of leadership development services and the operator of the Leadership Circle platform. The capital and partnership are intended to accelerate growth and expand Conscious Leadership's reach and capabilities.

Alera Group, a national insurance and wealth management firm, has acquired Fringe Benefit Analysts, a Utah-based employee benefits and insurance consulting firm with five locations. The Fringe Benefit Analysts team will remain in place; terms were not disclosed. The acquisition expands Alera Group’s employee benefits capabilities and presence in Utah.

Riata Capital Group completed a recapitalization of Greenix Pest Control in partnership with CEO Bob Nilsen and the company's management team. Greenix is a subscription-based residential pest control platform operating in 14 markets across the Midwest, Mid-Atlantic and Eastern United States; Riata plans to support the company's continued expansion and pursue synergistic add-on acquisitions.

AMP Smart, a residential security and smart-home services provider based in American Fork, Utah, completed a growth capital investment with Seacoast Capital and St. Cloud Capital. Together with a renewed senior debt facility, the financing creates a growth capital structure in excess of $60 million to support AMP Smart's nationwide expansion and salesforce growth.